Civic Intelligence

The Fieldstead Charitable Trust

EIN 33-0127363 • Irvine, CA

PO Box 19599Irvine, CA 92623
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2024

Net Margin

70th percentile

15%

Higher net margin than 70% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2025

Asset Growth

70th percentile

8.7%

Faster asset growth than 70% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

-6.4%

Faster revenue growth than 44% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$22,121

Up $1,773 (+8.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$22,121

Up $1,773 (+8.7%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin70th percentile

Revenue

Down

$11,573

Down $786 (-6.4%) from 2023

Expenses

Down

$9,800

Down $153 (-1.5%) from 2023

Net Income

Down

$1,773

Down $633 (-26%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth70th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30K$20K$10K$0Assets 2015: $24,131Liabilities 2015: $0Net Assets 2015: $24,1312015Assets 2016: $22,622Liabilities 2016: $0Net Assets 2016: $22,6222016Assets 2017: $19,445Liabilities 2017: $0Net Assets 2017: $19,4452017Assets 2018: $14,561Liabilities 2018: $0Net Assets 2018: $14,5612018Assets 2019: $15,524Liabilities 2019: $0Net Assets 2019: $15,5242019Assets 2020: $14,813Liabilities 2020: $0Net Assets 2020: $14,8132020Assets 2021: $16,914Liabilities 2021: $0Net Assets 2021: $16,9142021Assets 2022: $17,942Liabilities 2022: $0Net Assets 2022: $17,9422022Assets 2023: $20,348Liabilities 2023: $0Net Assets 2023: $20,3482023Assets 2024: $22,121Liabilities 2024: $0Net Assets 2024: $22,1212024

Highlighted filing

2024

Assets$22,121
Liabilities$0
Net Assets$22,121
Open 2024 Filing

Operations Trend

Revenue Growth44th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20K$10K$0-$10KRevenue 2015: $15,623Expenses 2015: $14,190Net Income 2015: $1,4332015Revenue 2016: $10,064Expenses 2016: $11,573Net Income 2016: -$1,5092016Revenue 2017: $9,468Expenses 2017: $12,645Net Income 2017: -$3,1772017Revenue 2018: $9,785Expenses 2018: $14,669Net Income 2018: -$4,8842018Revenue 2019: $8,642Expenses 2019: $7,679Net Income 2019: $9632019Revenue 2020: $9,955Expenses 2020: $10,666Net Income 2020: -$7112020Revenue 2021: $12,490Expenses 2021: $10,389Net Income 2021: $2,1012021Revenue 2022: $9,558Expenses 2022: $8,530Net Income 2022: $1,0282022Revenue 2023: $12,359Expenses 2023: $9,953Net Income 2023: $2,4062023Revenue 2024: $11,573Expenses 2024: $9,800Net Income 2024: $1,7732024

Highlighted filing

2024

Revenue$11,573
Expenses$9,800
Net Income$1,773
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,121
Liabilities
$0
Net assets
$22,121
Revenue
$11,573
Expenses
$9,800
Net income
$1,773
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.1$0.00$22.1$11.6$9.80$1.77
2023Detailed filing. Detailed filing data is available for this year.$20.3$0.00$20.3$12.4$9.95$2.41
2022Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$9.56$8.53$1.03
2021Detailed filing. Detailed filing data is available for this year.$16.9$0.00$16.9$12.5$10.4$2.10
2020Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$9.96$10.7$0.71
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$8.64$7.68$0.96
2018Detailed filing. Detailed filing data is available for this year.$14.6$0.00$14.6$9.79$14.7$4.88
2017Detailed filing. Detailed filing data is available for this year.$19.4$0.00$19.4$9.47$12.6$3.18
2016Detailed filing. Detailed filing data is available for this year.$22.6$0.00$22.6$10.1$11.6$1.51
2015Detailed filing. Detailed filing data is available for this year.$24.1$0.00$24.1$15.6$14.2$1.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 12, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HOWARD F AHMANSON JRPresident-$0--
ROBERTA G AHMANSONSecretary-$0--
Filing and Contact Details

Filer

Filer Name
The Fieldstead Charitable Trust
EIN
33-0127363
Phone
9494741195
Address
PO BOX 19599, IRVINE, CA 92623

Signing Officer

Name
Howard F Ahmanson
Title
President
Phone
9494741195
Signed
2025-02-12
Discuss with paid preparer
Yes

Preparer

Firm
Windes Inc
Address
2050 MAIN ST STE 1300, IRVINE, CA 92614
Preparer
Douglas Beaver
Phone
9498529433
Raw XML Appendix268 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0653
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt225
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt011573
OtherIncomeSchedule2/OtherIncomeDetail/Desc0BOOK SERIES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt011573
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt011573
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt06012
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0AUTHOR ROYALTIES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt06012
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HOWARD F AHMANSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09494741195
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE FIELDSTEAD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FIEL
ReturnHeader/Filer/EIN0330127363
ReturnHeader/Filer/PhoneNum09494741195
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 19599
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092623
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0953001179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINDES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02050 MAIN ST STE 1300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092614
ReturnHeader/PreparerPersonGrp/PhoneNum09498529433
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS BEAVER
ReturnHeader/ReturnTs02025-03-05T16:20:14-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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